JUN 2024 - Maintenance 2 - 1.357.10

    See below for what's included with Inspire Planner's Jun 2024 - Maintenance 2 (1.357.10)

     

    Released To: 
    All Environments: September 16, 2024 at 10 PM EST

     

    Available In: 
    All Environments: September 17, 2024

     

    Item #

     

    Resolved Issue

     

    Description

     

    Impact/Action Needed

           
    IP-602 Project - Actual Effort needs to consider archived tasks We've made adjustments to the Salesforce Task rollup logic to include archived Salesforce Tasks. No action required
           
    IP-642 Project - Predecessors failing to save upon updating type or Lag Updates to Predecessors now save correctly. No action required
           
    IP-643 Project - Record Lock error upon saving due to Project Lock 

    Addressed an issue with project locking to prevent errors when multiple lock processes attempt to run simultaneously. The system now ensures only one project lock can occur at a time, improving stability.

     No action required
           
    IP-644 Project - Insert of New Tasks cause Ready-to-Start to fail when sysCreatedByBatchProcess is TRUE We've updated the template inheritance and "Save As" logic to set "sysCreatedByBatchProcess" to FALSE after the new project is created to allow Ready-to-Start to update correctly. For existing open projects, the Nightly Job will check "sysCreatedByBatchProcess" for open projects and set it to "FALSE" if it is "TRUE". This is a new job that has been added as part of IP-641 below.
           
    IP-647 Project - Task Auto-assignment failing after first batch (200 records) Auto-assignment now executes correctly even when there are over 200 project tasks in the project. No action required
           
    IP-653 Project - Restore permissions for sysFinishDateLegacy and sysStartDateLegacy We've restored access to sysFinishDateLegacy and sysStartDateLegacy fields in Project Task object as part of the standard Inspire Planner permission sets as these fields are still being referenced by Project rollup fields.

    We've also added logic to the NightlyBatchProcess job that will reconcile sysFinishDateLegacy and sysStartDateLegacy with the values in project task start and finish dates if they do not match.
     If you have custom permission sets, you will need to update them to grant access to sysFinishDateLegacy and sysStartDateLegacy fields in Project Task object
           
    IP-665 Project - Standard permission requires Modify All to Sync Queue - Released as part of Jun 2024 - Maintenance 2 - PATCH (1.357.13) 

    When a user updates a task that has a predecessor with lag, and that already has an existing Sync Queue record, the user needs to be able to update the existing Sync Queue record even if they do not own it.

    To allow for this, the following Inspire Planner Standard permission sets have been modified to grant "Modify All" permissions to the Sync Queue object.

     

    • Inspire Planner Standard User - v1.12 Permissions
    • Inspire Planner Standard User - Agile Project Management
    • Inspire Planner - Lite User
    • Inspire Planner Standard User - Customer Community Plus
     If you have custom permission sets, you will need to modify them and grant "Modify All" permission to Sync Queue object.
           
    IP-595 Portfolio LWC - Dynamic Portfolios not loading Optimized the performance of the Dynamic Portfolio component to resolve slow loading times and inability to add projects due to system limits. Users should now experience faster project additions and improved portfolio functionality. No action required
           
    IP-662 Portfolio LWC - Last Parent Task level not displaying - Released as part of Jun 2024 - Maintenance 2 - PATCH (1.357.13) When setting the Portfolio View to "Parent Tasks", it now correctly displays all levels of parent tasks. No action required
           
    IP-681 Resource LWC - Resources Tab - Resource Detail not displayed due to Winter '25 - Released as part of Jun 2024 - Maintenance 2 - PATCH (1.357.15) We've made updates to the Resource detail page in preparation for changes coming with Salesforce's Winter '25 release. No action required
           
    IP-651 Parent Rollup Job - Update Trigger logic to prevent blocking for other use-cases 

    This update improves the handling of Parent Task Rollups within the Project Task Trigger. To prevent double execution of rollup logic, the system will now ensure that this logic runs only once per transaction, while allowing other trigger functions to proceed as expected.

     

    With this update, we’ve optimized the code to prevent duplicate execution, improving overall system performance and ensuring accurate project task management. This helps to streamline task creation and update processes while maintaining correct task hierarchy and duration calculations.

     No action required
           
    IP-641 Batch Job - Create Batch Job to reconcile Ready to Start for all Tasks 

    A new batch job has been added to the Inspire Planner Nightly Processes Job that will check and correct Project Task Ready-to-Start values. It will also check "sysCreatedByBatchProcess" for open projects and set it to "FALSE" if it is "TRUE."

     

    This is to ensure that Ready-to-Start is correctly updated for project tasks, particularly in cases where failures may result from customer customizations, Apex code, manual data updates, or permission issues that conflict with out-of-the-box functionality.

     

    For existing open projects, the Nightly Job will check "sysCreatedByBatchProcess" for open projects and set it to "FALSE" if it is "TRUE".

     

    The Inspire Planner System Jobs should already be scheduled in your Salesforce org. If not, please refer to How to Schedule Inspire Planner System Jobs for instructions.

           
    IP-596 Conversion Toolkit - "Violation Detected" not being set back to FALSE 

    The "Predecessor Violation Script" sets "Violation Detected" to TRUE for project tasks that had been rescheduled to start earlier than its predecessor. This is to provide users with an easy way of identifying which project tasks need to be corrected before converting the project from Gantt Visualforce to Gantt LWC. Users then have the option of either adding a "must start on" constraint or applying a negative lag to prevent these tasks from rescheduling according to their predecessor relationship when the project is converted.

     

    There was an issue previously identified where when a "must start on" constraint was applied to the task, the "Predecessor Violation Script" was not setting "Violation Detected" back to "FALSE". With this update, the "Predecessor Violation Script" now correctly sets "Violation Detected" back to FALSE for project tasks where a negative lag or "must start on" constraint has been applied.

     

    Salesforce Production Environment:

    If you have already installed the Gantt LWC Conversion Toolkit in your Salesforce Production environment, you will need to update it using this link

     

    Salesforce Sandbox Environment:

    If you have already installed the Gantt LWC Conversion Toolkit in sandbox environment, you will need to update it using

    this link

    Gantt LWC 

    This section contains fixes we've made specific to the Gantt LWC. 

     

    Item #

     

    Resolved Issue

     

    Description

     

    Impact/Action Needed

           
    GLWC-329 Project - WBS default column order The WBS column now correctly displays to the right of Row # when added to the project Gantt. No action required
           
    GLWC-370 Project - Backwards Scheduling not setting correct Project End Date The Project End Date is now correctly defaulting to the latest Project Task Finish Date for Backward-scheduled Projects. No action required
           
    GLWC-380 Project - Salesforce Tasks have a blank subject when assigned manually The Salesforce Task Subject now correctly populates when tasks are manually assigned. No action required
           
    GLWC-383 Project - Exported files not getting deleted from Documents When a user clicks on "export to Excel" button, the exported file now gets deleted from Salesforce Documents after it is downloaded. This is to prevent exported files from using file storage. No action required
           
    GLWC-384 Project - Predecessors do not save upon initial insert of new task Predecessors now correctly save when inserting new tasks or copying/pasting tasks. No action required
           
    GLWC-385 Project - Milestone Tasks (Duration of "0") does not save Milestone task duration of "0" is now correctly saved. No action required
           
    GLWC-386 Project - Gantt Load CPU Timeout We've made adjustments to our logic to prevent CPU timeout errors when loading large projects with many custom fields. No action required
           
    GLWC-399 Project - Actual Finish Date updated when Task is not Completed - Released as part of Jun 2024 - Maintenance 2 - PATCH (1.357.13) The Actual Finish Date now only updates when the Task is updated to Complete. No action required

    Resource LWC (BETA)

    This section contains fixes we've made specific to the Resource LWC (BETA). 

     

    Item #

     

    Resolved Issue

     

    Description

     

    Impact/Action Needed

           
    IP-601 Project - Resource Scheduler Component (BETA) - Task Re-assignment Issues 

    When re-assigning tasks via drag and drop in the Resource Scheduler Component, the following now work correctly:

     

    • Salesforce Task assigned to former resource is now deleted unless there are related time entries. A new Salesforce Task is then created for the new resource. This is aligned with what happens when a project task is re-assigned in the Project Gantt.
       
    • The task bars now remain in both Project Gantt and Scheduler Gantt after task re-assignment
       
    • Resource avatars now correctly display after task re-assignment
       
    • The Resource Scheduler task bar colors are now consistent with the Project Gantt task bar colours.
     No action required
           
           

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